Jacqueline
Rogers
New Wave Wealth Advisors
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About this Advisor
Jacqueline Rogers is a certified financial planner working in Springdale, Arkansas. Rogers currently works for New Wave Wealth Advisors. Their career trajectory has included roles at The Vanguard Group, Inc, Wells Fargo Advisors, LLC, Legett & Platt Inc, Wells Fargo Clearing Services, LLC, Parsec Financial Management, Arvest Wealth Management, Arvest Bank and New Wave Wealth Advisors. Rogers holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to advise clients in Arkansas. New Wave Wealth Advisors is a business based in Springdale, AR. The investment advisory business has just three people on staff. It controls $176 million in assets under management between its 828 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 828 client accounts, 40% are held by high-net-worth investors who have more than $1 million in investable assets. New Wave Wealth Advisors offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees charged by New Wave Wealth Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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New Wave Wealth Advisors Brokerage Details
$176,359,785
3
828
$212,995
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jacqueline Rogers Work History
Jacqueline has been registered as a financial advisor for 0 years.*
New Wave Wealth Advisors
Arvest Bank
Arvest Wealth Management
Arvest Wealth Management
Arvest Bank
Parsec Financial Management
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Legett & Platt Inc
The Vanguard Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacqueline Rogers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at New Wave Wealth Advisors
Springdale, AR
Springdale, AR
Springdale, AR
Springdale, AR
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
